Bi-Weekly Market Insights
MoneyTalk Wealth
In today’s fast-changing world, uncertainty is part of every investor’s journey — but it can also be a source of growth, resilience, and opportunity. No matter where you are in your financial journey, the key is to stay informed and confident in your long-term plan. Check out a few articles and news that caught my attention in this month.
TD Asset Management Recognized at the Fundata FundGrade A+® Awards
For the thirteenth consecutive year, several mutual funds managed by TD Asset Management Inc. (TDAM) were recognized at the annual Fundata Canada Inc. (Fundata) FundGrade A+® Awards. A combination of 24 TD Mutual Funds, TD Managed Assets Program portfolios and TD Exchange-Traded Funds (TD ETFs) won in their respective categories at the 2024 awards, announced Thursday, February 6, 2025. This represents the most FundGrade A+® Awards received by investment funds managed by TDAM in a single period.
Monthly Portfolio Outlook | October 2026
A monthly update of the outlook from WAAC including the strategic and dynamic asset-class weights by investor profile as determined by the Wealth Investment Policy Committee.
How higher rates signal a potential market inflection point
Amid rising oil prices, yields at close to 20-year highs and concerns about the future of AI, markets may be at an inflection point says Brad Simpson, Chief Wealth Strategist with TD Wealth. He joins MoneyTalk to discuss how he’s approaching asset allocation in the current environment.
Creative destruction: How the forces shaping markets are shifting
Are traditional economic signals enough to explain what’s driving markets today? Michael Craig, Managing Director, Head of Global Multi-Asset and Derivatives, TD Asset Management, and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch, join host Kim Parlee to discuss how technological disruption, creative destruction and policy volatility are influencing market behaviour, and why investors may need to think less like economists and more like students of innovation.
Lifetime Benefit Trust: One planning option for loved ones with certain disabilities
If you’re planning for the future of a loved one with a disability, a Lifetime Benefit Trust could offer another way to manage the tax treatment of RRSP or RRIF proceeds after a parent or family member passes away. Ian Lebane, Tax and Estate Planner at TD Wealth, explains how this option may compare to using a Registered Disability Savings Plan and highlights other important planning considerations for beneficiaries and their families.
Canada trade scenarios: What may play out for investors
While current trade pressures could weigh on economic growth, Canada’s markets may prove more resilient than some investors expect, according to Christian Medeiros, Vice President, Director and Portfolio Manager, Global Multi-Asset, TD Asset Management.
Market valuations in focus amid rising risks
As investors grapple with higher bond yields, oil prices and economic uncertainty, where could opportunities emerge? David Sekera, Chief U.S. Market Strategist with Morningstar Research, shares his outlook on market risks, valuations, and the sectors he sees as potentially attractive.
Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
What to Expect from Fixed Income when Interest Rates Rise
Fixed income investments, such as bonds, can be affected by changes in interest rates. In general, bond prices and interest rates tend to move in opposite directions: when interest rates rise, the market value of existing bonds may decline; when interest rates fall, existing bond values may rise. To learn more, please review TD Asset Management's public education piece on rising interest rates.
Taking CPP early? A look at the numbers
Starting CPP early could boost income sooner, while waiting could increase the amount you receive over time. Georgia Swan, Tax and Estate Planner at TD Wealth, breaks down the numbers. Depending on your other income, it could also affect your tax bracket, she says, so timing, taxes, and your broader retirement plan all play a role.
Leaving a Legacy - The 6 Myths of Appointing Guardians for your Minon Children if You Die
A very important aspect of planning for so many of the families we work with, is guardianship of minor and dependent children. Some great considerations are contained in this article. [Remark]
Intergenerational wealth transfer has never been so large, nor so complex. High-net-worth families need to give significant consideration to the how and when for wealth transfer. This is where their trusted advisors can have significant impact. This Advisor.ca article provides more insights to the level of importance and can help guide client conversations.[Remark]
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